Entity onboarding for payments

Learn how to onboard entities so that they can accept and make payments.

Overview

To enable an entity to use Monite payment rails, you have to onboard this entity. The onboarding process consists of providing a set of legally required information that will allow the entity to accept or make payments.

There are several ways to onboard an entity, depending on the entity country and whether the partner wishes to use Monite-provided UI or build their own UI.

Enable payment methods

The first step of an entity’s payments onboarding is to choose the desired payment methods for accepting and making payments. The selected payment methods determine the required onboarding information for the entity.

Enable payment methods for an entity

Specify the payment methods that an entity will use to accept and make payments.

Partner onboarding

Monite partners themselves must provide certain information before they can integrate payments:

  • To use payment links, the partner must provide their logo and website URL for the “Powered by” badge displayed in the payment page footer.
  • To enable UK entities to accept Bacs Direct Debit payments, the partner must provide a support email address. This email address will be included in Bacs debit notification emails sent to the payers, as the contact email address where the payers can send payments-related inquiries.

Both values are part of partner settings. To set them, call PATCH /settings with the following fields in the request body:

  • website - must be an HTTPS URL.
  • payments.support_email
1curl -X PATCH 'https://api.sandbox.monite.com/v1/settings' \
2     -H 'X-Monite-Version: 2023-09-01' \
3     -H 'Authorization: Bearer YOUR_PARTNER_TOKEN' \
4     -H 'Content-Type: application/json' \
5     -d '{
6       "website": "https://example.com/",
7       "payments": {
8         "support_email": "payments_support@example.com"
9       }
10     }'

Onboarding options

Onboarding via API

Use Monite API to build your own onboarding UI.

Onboarding Web Component

Monite’s <Onboarding> component provides a ready-made onboarding UI that you can embed into your applications.